A detailed history of Integrated Wealth Concepts LLC transactions in Sumitomo Mitsui Financial Group, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 31,762 shares of SMFG stock, worth $446,573. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,762
Previous 31,756 0.02%
Holding current value
$446,573
Previous $425,000 5.65%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$11.38 - $14.48 $68 - $86
6 Added 0.02%
31,762 $401,000
Q2 2024

Aug 14, 2024

SELL
$11.1 - $13.41 $35,386 - $42,751
-3,188 Reduced 9.12%
31,756 $425,000
Q1 2024

May 15, 2024

SELL
$9.6 - $12.33 $1.84 Million - $2.36 Million
-191,643 Reduced 84.58%
34,944 $411,000
Q4 2023

Feb 13, 2024

SELL
$9.05 - $10.15 $97,224 - $109,041
-10,743 Reduced 4.53%
226,587 $2.19 Million
Q3 2023

Nov 15, 2023

BUY
$8.56 - $10.35 $15,741 - $19,033
1,839 Added 0.78%
237,330 $2.34 Million
Q2 2023

Aug 15, 2023

SELL
$7.84 - $8.63 $32,073 - $35,305
-4,091 Reduced 1.71%
235,491 $2.03 Million
Q1 2023

May 03, 2023

BUY
$7.66 - $9.03 $1.84 Million - $2.16 Million
239,582 New
239,582 $1.92 Million

Others Institutions Holding SMFG

About SUMITOMO MITSUI FINANCIAL GROUP, INC.


  • Ticker SMFG
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 6,856,130,048
  • Market Cap $96.4B
  • Description
  • Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides commercial banking, leasing, securities, consumer finance, and other services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. It operates through four segments: Wholesale Business Unit, Retail Business Unit, Global Business Unit, and Global Market...
More about SMFG
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